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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,257 | $166,131-61.3% | $164,975-61.1% | $145,877-56.0% |
| Participation rate | 9.5% | 82.0%-72.5pp | 78.6%-69.1pp | 80.3%-70.8pp |
| Annual return | 11.10% | 100.37%-89.3pp | 70.12%-59.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $360 | $5,276-93.2% | $4,343-91.7% | $4,663-92.3% |
| Participant deferral / active EE | $2,095 | $6,962-69.9% | $6,033-65.3% | $6,691-68.7% |
| Admin fee / account holder | $220 | $16,648-98.7% | $12,688-98.3% | $13,402-98.4% |